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Technology Stocks : ATI Technologies in 1997 (T.ATY) -- Ignore unavailable to you. Want to Upgrade?


To: tom ablett who wrote (510)3/10/1998 4:30:00 PM
From: philip trigiani  Respond to of 5927
 
The trend is down for all hardware techs, can't fight the tape. Take some profits if you feel worried. You can always buy back in when things settle down.



To: tom ablett who wrote (510)3/10/1998 4:36:00 PM
From: Barron Von Hymen  Read Replies (1) | Respond to of 5927
 
Re: Dell is making up more than shortfall.

That seems like too big bet to make. I originally bought ATI shares when CPQ announced ATI as a major supplier. I'm certain that the market knows that Dell's growth will benefit ATI, but is that already built into the stock price. I'm just worried the CPQ debacle isn't priced into ATI yet.

I didn't think ATI was a big supplier to DELL. All I see in DELL ads were S3 or Matrox graphics cards advertised in their bundles. I think I'd be prudent to take some profits around here. The chart looks kind of unstable around here.



To: tom ablett who wrote (510)3/10/1998 8:56:00 PM
From: Synapsid  Read Replies (1) | Respond to of 5927
 
From what I've seen Compaq is using ATI in their mid-to-high-end
consumer PCs. Not commercial PCs where Compaq is hurting.

On the other hand, Dell is using a high-end ATI chip in their
mainstream PII-based corporate commercial PCs. Lucky ATI.

Both contracts are likely to expand as the PII processor becomes
a must-have.